See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,377 | $58,523+1.5% | $99,443-40.3% | $72,985-18.6% |
| Participation rate | 46.9% | 64.6%-17.8pp | 73.8%-27.0pp | 69.5%-22.6pp |
| Annual return | 20.58% | 28.51%-7.9pp | 30.72%-10.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $285 | $1,512-81.2% | $2,540-88.8% | $2,440-88.3% |
| Participant deferral / active EE | $1,979 | $2,606-24.1% | $3,619-45.3% | $3,607-45.2% |
| Admin fee / account holder | $4,322 | $4,102+5.4% | $6,250-30.9% | $5,124-15.7% |